Zacks Research Expects Higher Earnings for SEI Investments

SEI Investments Company (NASDAQ:SEIC - Free Report) - Equities research analysts at Zacks Research lifted their Q2 2025 earnings estimates for shares of SEI Investments in a report released on Wednesday, July 9th. Zacks Research analyst R. Department now anticipates that the asset manager will post earnings per share of $1.14 for the quarter, up from their prior estimate of $1.12. The consensus estimate for SEI Investments' current full-year earnings is $4.86 per share. Zacks Research also issued estimates for SEI Investments' Q3 2025 earnings at $1.15 EPS, Q4 2025 earnings at $1.23 EPS, FY2025 earnings at $4.69 EPS, Q1 2026 earnings at $1.21 EPS, Q2 2026 earnings at $1.30 EPS, Q3 2026 earnings at $1.33 EPS, Q4 2026 earnings at $1.34 EPS, FY2026 earnings at $5.18 EPS, Q1 2027 earnings at $1.41 EPS, Q2 2027 earnings at $1.41 EPS and FY2027 earnings at $5.70 EPS.

SEIC has been the subject of several other research reports. Keefe, Bruyette & Woods lifted their price target on shares of SEI Investments from $80.00 to $84.00 and gave the company a "market perform" rating in a research report on Friday, April 25th. William Blair reaffirmed a "market perform" rating on shares of SEI Investments in a report on Thursday, April 24th. Oppenheimer lifted their price objective on shares of SEI Investments from $96.00 to $101.00 and gave the stock an "outperform" rating in a report on Tuesday. Wall Street Zen upgraded SEI Investments from a "hold" rating to a "buy" rating in a research note on Tuesday, May 20th. Finally, Morgan Stanley reiterated an "overweight" rating and set a $100.00 target price (up from $84.00) on shares of SEI Investments in a research note on Thursday, June 26th. Three analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $96.00.

SEI Investments Price Performance

Shares of NASDAQ:SEIC traded down $1.23 during mid-day trading on Thursday, hitting $92.58. The company had a trading volume of 260,714 shares, compared to its average volume of 746,255. The firm has a fifty day moving average price of $85.65 and a 200 day moving average price of $81.18. The company has a market capitalization of $11.52 billion, a PE ratio of 20.13, a price-to-earnings-growth ratio of 1.57 and a beta of 0.92. SEI Investments has a one year low of $62.38 and a one year high of $94.03.

SEI Investments (NASDAQ:SEIC - Get Free Report) last issued its quarterly earnings data on Wednesday, April 23rd. The asset manager reported $1.17 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.12 by $0.05. SEI Investments had a net margin of 27.77% and a return on equity of 26.40%. The business had revenue of $551.34 million during the quarter, compared to analyst estimates of $556.76 million. During the same quarter last year, the business earned $0.99 EPS. The firm's quarterly revenue was up 7.8% on a year-over-year basis.

SEI Investments Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 17th. Shareholders of record on Monday, June 9th were paid a $0.49 dividend. The ex-dividend date of this dividend was Monday, June 9th. This represents a $1.96 annualized dividend and a yield of 2.12%. This is a positive change from SEI Investments's previous quarterly dividend of $0.46. SEI Investments's dividend payout ratio is currently 21.30%.

SEI Investments declared that its board has initiated a share repurchase program on Tuesday, March 18th that permits the company to repurchase $500.00 million in shares. This repurchase authorization permits the asset manager to reacquire up to 5.3% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company's management believes its shares are undervalued.

Insider Transactions at SEI Investments

In other news, insider Sanjay Sharma sold 20,000 shares of the stock in a transaction that occurred on Wednesday, May 14th. The stock was sold at an average price of $83.40, for a total transaction of $1,668,000.00. Following the completion of the sale, the insider owned 23,895 shares of the company's stock, valued at approximately $1,992,843. This represents a 45.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Ryan Hicke sold 21,000 shares of the stock in a transaction that occurred on Wednesday, May 14th. The shares were sold at an average price of $83.36, for a total value of $1,750,560.00. Following the sale, the chief executive officer directly owned 171,260 shares of the company's stock, valued at approximately $14,276,233.60. This trade represents a 10.92% decrease in their position. The disclosure for this sale can be found here. Insiders sold 232,126 shares of company stock worth $19,638,659 in the last three months. Corporate insiders own 14.60% of the company's stock.

Hedge Funds Weigh In On SEI Investments

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Financiere des Professionnels Fonds d investissement inc. bought a new position in shares of SEI Investments during the second quarter valued at approximately $199,000. Marshall Financial Group LLC bought a new position in shares of SEI Investments during the second quarter valued at approximately $1,034,000. Taylor Hoffman Capital Management LLC raised its holdings in shares of SEI Investments by 3.8% during the second quarter. Taylor Hoffman Capital Management LLC now owns 69,237 shares of the asset manager's stock valued at $6,222,000 after acquiring an additional 2,528 shares in the last quarter. Harbor Capital Advisors Inc. bought a new position in shares of SEI Investments during the second quarter valued at approximately $45,000. Finally, Parallel Advisors LLC raised its holdings in shares of SEI Investments by 14.4% during the second quarter. Parallel Advisors LLC now owns 17,982 shares of the asset manager's stock valued at $1,616,000 after acquiring an additional 2,264 shares in the last quarter. Institutional investors own 70.59% of the company's stock.

About SEI Investments

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.